FEM

Fulcrum Equity Management Portfolio holdings

AUM $97.4M
1-Year Est. Return 19.11%
This Quarter Est. Return
1 Year Est. Return
+19.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
+$6.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.36M
3
+$1.32M
4
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$1.31M
5
ENFR icon
Alerian Energy Infrastructure ETF
ENFR
+$1.23M

Top Sells

1
+$1.5M
2
+$1.35M
3
+$1.29M
4
FDMO icon
Fidelity Momentum Factor ETF
FDMO
+$1.26M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.23M

Sector Composition

1 Energy 8.5%
2 Consumer Staples 4.51%
3 Technology 4.13%
4 Healthcare 3.45%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-5,926
154
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-12,473
155
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-3,772
156
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-762
157
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-3,461
158
– –
-11,542
159
– –
-13,125
3 4 5 6
7